Route

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Globodox lets you to route documents owned by you to other user(s) based on a Workflow. Workflow are automated, logical and rule based procedures that are similar to those used by your organization to do the same task in real life scenario. For e.g. You can use a Workflow to send your documents for approval, or send notification or assign a task to someone, with a click of a button.

When you start a process using a Workflow the user who you have routed the documents, receives them as tasks in their Inbox. Once they have completed their task you will be notified about it.

You can route a document by right clicking it and choosing the Route... option.
 

To Route Documents

1.In Globodox, select the document(s) to route to another user, from the List View pane.
2.Click the Route option of the Home tab. You can also right click the selected document and choose the Route... option. The Route window will be launched.
3.Select a workflow to route the document(s) from the Select Workflow drop down.
4.Enter a unique name for this process in the Display name box. This name will be used to identify and monitor the process in Workflow Monitor.
5.Select the priority of the Workflow from the Priority drop down. There are three levels of priority: Low, Normal, and High which can be used to emphasize the importance of the process.
6.Set a due Date and Time to complete the process by using the Due option. If this process is not completed in the stipulated time by the user to who it is assigned to, then the entire process will be marked as red in their Inbox.
7.Enter a short description or any notes about the selected documents the Comments box.
4.Click the Apply button to begin the Workflow.

 

To Route Stacks

1.In Globodox, select the stack to route to another user, from the List View pane.
2.Click the Route option of the Home tab. You can also right click the selected stack and choose the Route... option. The Route window will be launched.
3.Select a workflow to route the Stack from the Select Workflow drop down.
4.Enter a unique name for this process in the Display name box. This name will be used to identify and monitor the process in Workflow Monitor.
5.Select the priority of the Workflow from the Priority drop down. There are three levels of priority: Low, Normal, and High which can be used to emphasize the importance of the process.
6.Set a due Date and Time to complete the process by using the Due option. If this process is not completed in the stipulated time by the user to who it is assigned to, then the entire process will be marked as red in their Inbox.
7.Enter a short description or any notes about the selected stack in the Comments box.
8.Click the Apply button to begin the Workflow.

 

Notes:

You can also monitor the status of the Workflow that you have initiated by using the Workflow Monitor. However, you will need privileges to access the Workflow Monitor.
You can also Subscribe to the Workflow that you have initiated. By doing this you will get notification on its status.
 

Related Topics

Email a Document

Send a Document for Approval

Approve a Document

 

 


Page URL: http://www.itaz.com/globodox/help/index.htm?route.htm